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Create brochure request leads, notes, and follow-up tasks

Create brochure request leads, notes, and follow-up tasks

Your brochure requests arrive without tracked contacts or tasks, leaving front-desk and sales without context for outreach. Leads, notes and follow-up tasks are created so reps can act same day.

Create brochure request leads, notes, and follow-up tasks

Overview

Untagged brochure requests often become uncontacted leads and wasted inquiry effort. This flow captures each submission as a person and lead, attaches the inquiry note, and queues the right follow-up so reps have context and can respond same day.

Create brochure request leads, notes, and follow-up tasks